If you have sales people in your organization, and you’re not making joint sales calls with them, you’re missing out on one of the best tools to grow your business. Joint sales calls are beneficial in many ways, primarily for the less-experienced salesperson on the call, but they also provide an opportunity for the experienced salesperson to build greater relationships with their team members and customers. If you’re going to take the time to go on a joint sales call, there are a few things to keep in mind to ensure that your joint sales calls are most successful. Ask yourself the questions below before planning a joint sales call to maximize the benefits of the call for yourself, your team, and your customers.
1.What do you want to accomplish on this call?
Determine what you’d like to gain from conducting a joint sales call. Are you trying to improve the skills of a new team member? Improve a relationship with an existing customer? Or, make a sale to a new customer? After you’ve answered these questions, be sure to set concrete goals before the call and create a sales strategy that works towards that goal.
2.What action do you want from the customer at the end of this call?
This should be decided before every call to give you and your sales person a direction when making the sales call. If you want the customer to make a purchase at the end of the call your approach will be different than if the purpose of the call is fact finding. There are many different types of sales calls that will benefit the customer and help you grow the account; fact finding, service calls, bid review, sales presentation, etc. Know exactly what kind of sales call you’re making and prepare accordingly.
3.How will this call reinforce the value of your company?
What value does this joint call offer? Does it allow you to emphasize a strength of the company? How can you best take advantage of the time on the call to create value for your customer and the company? Make sure not to waste the customer’s time. Be mindful to accomplish your goals on the call, but more importantly, ensure that the time spent with the customer has value to them and to their company.
4.What am I teaching my salespeople today to help them achieve their potential?
How does this joint sales call allow you to be the best leader and help your salespeople to become stronger? Is this call part of a larger effort to create an encouraging environment for your team or is it intended mainly for sales purposes? Know what the value of joint sales calls is to your sales people. Sales representatives are uniquely different – make sure that the sales person you ride with will get the maximum benefit of your time, expertise, and coaching.
5.How am I creating a motivational climate for my salespeople?
Is a joint sales call the first step to motivating your employees? What else can you do to create a team that is motivated and empowered to be successful? There are few traits more valuable to a sales person than a positive attitude. Be sure when making joint sales calls that you demonstrate the power of a positive attitude to your sales person and to your customer. A little motivation can go a long way. When joining a member of your sales team on sales calls, make sure you demonstrate a dynamic, positive and upbeat attitude and approach to your sales efforts. Your example and sales coaching could be the key to your employees enjoying a successful sales career.
